Associated E-Sign Configuration

In the following article we will go over how to set up Associated E-sign users for your WeEstimate DocuSign configuration. This will allow your users to send DocuSign transactions that will be addressed from each individual Salesperson.


Here are the steps to setup Associated E-sign users in WeEstimate:


  1. Each person that will be sending out DocuSign transactions needs to be setup with a DocuSign account.
  2. The accounts need to be added and logged into before we can add them to WeEstimate. 
  3. You will be provided with a link from a WeSuite team member.
  4. Each person that will be sending DocuSign transactions needs to click on the provided link.
  5. They will then need to login with their DocuSign account and they will need to click “Allow Access”. 


Once this is done a WeEstimate Admin can link each DocuSign account to each user in WeEstimate. To complete this step the WeEstimate Admin would have to complete the following steps.

  1. Click on tools
  2. System Configuration
  3. Select the User you want to setup
  4. Click Edit
  5. On the bottom right of the screen you will see "Associated eSign user." Select the appropriate DocuSign user for the selected WeEstimate user and hit "Verify and Save"
  6. Click Save
  7. Once the user restarts and logs back in, they should now be sending from their DocuSign account
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